Account Manager

1. Conduct periodic service calls via phone or in person for designated accounts.

2. Perform special projects at the request of designated clients after management approval. Complete binders and/or policy or endorsement requests within three days of date quoted to client.

3. Maintain timely and thorough customer and carrier interactions to minimize the potential for errors & omissions claims.

4. Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Complete changes/requests within 24 hours of receipt. Determine carrier placement, complete applications or endorsements, and collect premium when applicable.

5. Review existing accounts to determine if additional lines of insurance should be solicited by mail and/or phone prior to renewal.

6. Receive and review all terminations and cancellations to determine appropriate action within 72 hours of receipt.

7. Handle premium collection through form letters and request cancellation of policies when necessary.

8. Actively solicit increases in limits and/or coverages, rounding out accounts through new sales to clients across lines of coverage.

9. Document all material conversations with insureds and/or carriers regarding exposures and coverages.

10. Maintains working knowledge of all rating products and processes.

11. Perform other functions as assigned by management.

KNOWLEDGE, SKILLS AND ABILITIES

Must be an assertive self-starter with the ability to influence others. Prior successful demonstration of effective presentation skills through both verbal and written communication methods.

WORKING CONDITIONS/ENVIRONMENT

Fast-paced multitasking office environment. Employees are provided a dedicated workstation with basic ergonomic set up features, such as an ergonomic keyboard and mouse, dual monitors, and an adjustable chair. Workstation accommodations and adjustments are provided upon request and evaluation.

OTHER REQUIREMENTS (PREREQUISITES)

Licensed – Property & Casualty (Preferred)

Ability to use a personal computer, calculator, agency automation system, and demonstrate proficiency in various software programs, including but not limited to all Microsoft Office software suite programs.

Work Remotely

• No

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Application Question(s):

• Do you have a Property & Casualty license?
• Do you have experience in customer service?

Education:

• High school or equivalent (Preferred)

Ability to Commute:

• Harrisonville, MO 64701 (Preferred)

Work Location: In person

Salary : $45,000 - $60,000